Skip to content
Disclosery

Pinnacle Wealth Planning Services, Inc.: SPYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pinnacle Wealth Planning Services, Inc. on SPYM, newest first. How the timeline and the estimate are built.

Pinnacle Wealth Planning Services, Inc. held 168,853 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 168,853 shares
    Change vs previous 13F +2,130 shares

    1.41% of the 13F portfolio, value $14,838,792.

    13F-HR 0001726752-26-000004 filed by Pinnacle Wealth Planning Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 166,723 shares
    Change vs previous 13F +1,175 shares

    1.32% of the 13F portfolio, value $12,760,944.

    13F-HR 0001726752-26-000003 filed by Pinnacle Wealth Planning Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 165,548 shares
    Change vs previous 13F +9,410 shares

    1.39% of the 13F portfolio, value $13,280,299.

    13F-HR 0001726752-26-000001 filed by Pinnacle Wealth Planning Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 156,138 shares
    Change vs previous 13F +6,796 shares

    1.43% of the 13F portfolio, value $12,231,853.

    13F-HR 0001726752-25-000007 filed by Pinnacle Wealth Planning Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 149,342 shares
    Change vs previous 13F +6,965 shares

    1.43% of the 13F portfolio, value $10,855,648.

    13F-HR 0001726752-25-000006 filed by Pinnacle Wealth Planning Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 142,377 shares
    Change vs previous 13F +237 shares

    1.41% of the 13F portfolio, value $9,362,737.

    13F-HR 0001726752-25-000004 filed by Pinnacle Wealth Planning Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 142,140 shares
    Change vs previous 13F -2,874 shares

    1.47% of the 13F portfolio, value $9,799,134.

    13F-HR/A 0001726752-25-000002 filed by Pinnacle Wealth Planning Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 145,014 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $9,789,873.

    13F-HR 0001726752-24-000004 filed by Pinnacle Wealth Planning Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).